First Foundation Advisors’s W.P. Carey WPC Stock Holding History

First Foundation Advisors’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,968	Closed	-$314K	–	460
2022 Q1	$314K	Buy	3,968 +147	+4%	+$11.3K	0.01%	332
2021 Q4	$307K	Sell	3,821 -11	-0.3%	-$842	0.01%	339
2021 Q3	$274K	Buy	3,832 +82	+2%	+$6.24K	0.01%	358
2021 Q2	$274K	Buy	3,750 +853	+29%	+$62.4K	0.01%	380
2021 Q1	$201K	Buy	+2,897	New	+$194K	0.01%	399

Other funds holding WPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Foundation Advisors's WPC Position: Q2 2022 in Review

First Foundation Advisors sold out of W.P. Carey (WPC) in Q2 2022, closing a stake of 3,968 shares — an estimated $314K sold.

First Foundation Advisors first reported a position in WPC in Q1 2021 and held it in 5 quarters. The position peaked at $314K in Q1 2022. 812 funds tracked by Wall St. Rank hold WPC as of Q2 2022.

First Foundation Advisors reported no remaining W.P. Carey position as of Q2 2022 after selling out during the quarter.
First Foundation Advisors sold 3,968 W.P. Carey shares in Q2 2022, an estimated $314K.
First Foundation Advisors first reported a position in W.P. Carey in Q1 2021 and held it in 5 quarters.
First Foundation Advisors's W.P. Carey position peaked at $314K in Q1 2022.
812 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2022.

Based on First Foundation Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.